Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
- Charitable giving options
- Community needs and issues
- Our grant making priorities and impact
- Planned giving and charitable giving benefits.
Free Trust Illustrations
We are glad to 'run the numbers' for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.
We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections.
Let us help you help your clients.
Give us a call at 843.681.9100 or contact Emmy Rooney at email@example.com.